Financial Advisor - Life & Pensions

HireForce View all jobs

  • Dublin
  • Permanent
  • Full-time
  • 2 months ago
Financial Advisor - Life & Pensions - DublinOur client, a well-established and growing financial services firm is seeking an experienced Financial Advisor to join its Life & Pensions team.This is an excellent opportunity for a motivated, client-focused professional to take ownership of both an existing client portfolio and new business development. The role offers strong earning potential, administrative support, and the autonomy to build a substantial book of business over time.You will work closely with clients to deliver tailored financial planning solutions across protection, retirement, and investment needs.The Role
  • Provide expert advice across pensions, retirement planning, life cover, serious illness, income protection, and investments
  • Manage and develop relationships with an existing client base
  • Generate new business through referrals, networking, and proactive prospecting
  • Conduct financial reviews and design bespoke financial solutions
  • Build and maintain a strong pipeline of opportunities
  • Achieve agreed sales and performance targets
  • Maintain accurate client records and activity through CRM systems
  • Ensure all advice and documentation meet regulatory and compliance standards
  • Collaborate with internal teams and external partners to deliver a high-quality client experience
About You
  • QFA qualified (essential)
  • 3+ years' experience in Life & Pensions or financial advisory roles
  • Strong technical knowledge of protection, pension, and investment products
  • Proven ability to generate new business and meet targets
  • Excellent interpersonal and relationship-building skills
  • Professional, self-motivated, and commercially driven
RemunerationA competitive base salary, commission/bonus structure and a hybrid working model (2 days WFH per week) is on offer.If this role is of interest to you, please feel free to reach out to me at Dean.Kennedy@hireforce.ie. If you know of any friends or colleagues who might suit this role and would like to refer them, you will receive a €250 voucher should we successfully place them.

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